See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,870 | $150,440-17.0% | $136,294-8.4% | $147,584-15.4% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 21.29% | 1049.08%-1027.8pp | 5155.94%-5134.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,361 | $5,256-55.1% | $4,695-49.7% | $4,876-51.6% |
| Participant deferral / active EE | $6,821 | $6,630+2.9% | $6,247+9.2% | $5,439+25.4% |
| Admin fee / account holder | $2,076 | $10,905-81.0% | $9,243-77.5% | $10,885-80.9% |